Salvatore's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 28 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 1 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 31 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
Up to £50k ( 4 )
Review
by a verified client in Essex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Salvatore has always been my uncle's financial advisor, since becoming POA for my uncle I have received advice from Salvatore on his behalf.
How has Salvatore Volante helped you?
Annual reviews of my uncle's finances and investments & financial planning, taking out a lifetime care annuity, IHT planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Post-Covid more meetings have been held remotely - the flexibility this offers is great. In hindsight, doing this sooner would have been easier for my circumstances.
Salvatore:
Thank you for your feed back. It has been a privilege helping your family for the last 10 years. I believe the financial planning carried out, has achieved some very real wins over the years, both in terms of the reduction in IHT to be faced in the future and the ongoing payment of long term care fees. Best wishes.Review
by a verified client in Middlesex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General financial advice for personal pension and personal finances
How has Salvatore Volante helped you?
Salvatore has provided options and a clear path to resolving my financial matters going forward
Have you seen the outcome you were hoping for?
Of what has been arranged so far, yes We are still in the process of arrangements for other matters
What could they have done better?
Nothing as far as I can see
Salvatore:
Thank you greatly for your feedback and for allowing me to assist you all these years. Look forward to being in touch soon.Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On redundancy with early retirement I needed financial advice for investing a large sum.
How has Salvatore Volante helped you?
Salvatore took over from my previous advisor at Origen and has guided me over many years.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Salvatore:
Thank you kindly for your review M______. I look forward so seeing you again at our next planning meeting. Regards,Review
by a verified client in Surrey
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a solicitor and needed to obtain advice on behalf of clients who we have a Power of Attorney or Deputyship for.
How has Salvatore Volante helped you?
Salvatore has provided financial advice regarding investments. He has also provided long term care planning advice.
Have you seen the outcome you were hoping for?
Yes - Salvatore always sets out the options available in detail so that the Attorneys/Deputies can make an informed decision.
What could they have done better?
N/A
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family Trust
How has Salvatore Volante helped you?
Clear, thoughtful advice. responsive to questions and requests. Sorted out complex issues.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A